Sage Conversion to Xero

Sage or QuickBooks to Xero Conversion

During the month of September 2014 you can get a FREE Sage or QuickBooks to Xero conversion.  This means you can bring across two years worth of accounting transactions data and be able to take advantage of the benefits of Xero cloud accounting.  All you have to do is upload a Sage or QuickBooks file and voila the process is started.  The process is normally completed within 48 hours.

Benefits of cloud accounting

If you are reading this then you have probably already done your research on the benefits of cloud accounting and want to make hay whilst the sun shines and leave everyone else still scrabbling around in the dark.  Sorry Sage and QuickBooks users out there.

You can also read our other posting on benefits of using Xero.

Why A Sage or QuickBooks Data Conversion

The biggest road block we face when people want to use Xero is the mentality that people want to bring across their Sage or QuickBooks Data.  The first question we ask is Why?

  1. Why do you want to bring across your data?  You are making a fresh start take advantage.
  2. How much time do you spend looking backwards?  We want you to look forwards not backwards.
  3. What sort of shape is your current Sage or QuickBooks data in?  If I gave you a clean piece of paper after you spilt coffee on the first one why would you start writing on the coffee stained paper?

We can’t legislate for the attachment people have to their historical data so if you really want to bring the baggage with you then that’s your call.  The advantages of a Sage or QuickBooks to Xero Conversion are:

  1. You will have access to up to the last 24 months of transactional data
  2. You will have your customer and suppliers contact records good to go
  3. Your chart of accounts will be converted giving you familiar account codes to use
  4. Customer and supplier balances will be converted meaning you know exactly where you are from day one

Sage or QuickBooks Xero Conversion Planning

An accounting system conversion should be a daunting task and would be for many but not to a seasoned company like us who have helped several clients through the conversion.  It is definitely a case of ‘failing to plan is planning to fail’ in this instance.  As we know the pros and cons we have put together a Xero Conversion Planner for you which is broken down into:

Click here for our Xero Conversion Planner.

Xero Conversion Planning

A Sage or QuickBooks to Xero conversion does not have to be a scary thing in fact it can be quite the opposite and many users are left wondering why they didn’t take a leap of faith earlier.

Once you have uploaded your Sage to QuickBooks file then you will not be able to process any more data as this will not be transferred.  If you prefer you might wish to do this so you can carry on with normal operating and then re-key that data into Xero when your conversion is complete.  We would not recommend this but if business needs dictate that you must carry on then you need to do what suits you.

Xero Post Conversion Tasks

There are some things that the conversion process simply cannot handle and for that there is some manual intervention required but these are one of tasks and can be resolved quickly.

Xero Post Conversion Set Up

To take advantage of your nice new shiny toy you need to actually read the instructions.  Don’t be all male about it, actually read the instructions.  If you have are converting to Xero from Sage or QuickBooks you have not made the decision lightly so don’t waste the competitive advantage you have just gained.

Make sure you visit Xero TV for a vast array of How To videos and much more and also don’t miss out on the free Xero training and events at Xero U.

On top of Xero Conversion Planner we have also put together our guide on what we think are the Top 10 Xero Features you should take advantage of do post Xero Conversion.  This is our take on what clients find to the most beneficial parts of the system and sometimes just the cool bits that they have not seen before.

Sage Conversion What Now

If reading the above has given you enough to go on and you want to start taking advatange of Xero’s online accounting software and want to partner with a Gold Xero user then get in touch.  Let’s have a chat and see of we can help move your business forward and help remove you from your bookkeeping hell.

As a Gold Xero Partner we ar working with over 100 Xero subscribers so you can feel safe in the knowledge that if you do the Xero Post Conversion Set Up list you will be killing it from day one.

Request a Call Back on the left and let’s get the conversion conversation started.

Start typing and press Enter to search